Stars give you a quick way to identify users, and can be searched for using filters (similar to statuses). You can choose between 4 different star colors and use them in any way that works for your process!
Unlike statuses, stars are unique to each admin, whereas statuses are viewed by all admins.
An example would be, all admins can log in and see that applicant X has the status of “approved”, but only the admin who gave applicant X a gold star would see it on the user’s profile when logged in.
To begin, make sure you are in the User Management section of your system by selecting “Users”.
To the right of the user’s profile line, you will find the star labels. At first they will be grey (clear of information and unlabeled). Click the star icon once for a yellow star, and then again for blue, red, green, and once more to clear the star label and bring it back to grey.
Users with star designations can be filtered only by the admin who gave the designation. You can also sort your users by the star designation you gave them.
Note again that star labels are per admin, not per project. This means that if you mark a user with a blue star, only you can see that blue star. If you would like to label a user in a way that all admins can view it, then you would use a status, not a star label.
If you click the drop-down at “Sort by” you will see that “Family Stars” (in a family system) or “Stars” (in an individual system) is an option and it will sort your users based on their star designation. It will sort initially by users WITH stars but you can click “Sort by” and “Stars” again to reverse the order for users without a star first.
Uses for Star Labels
There are many ways you can use star labels to help keep organized. Since star labels are only for you to see, they can be a great asset to your organization in addition to statuses.
Some ideas include:
- Marking a user you have called and/or emailed
- Marking a user who has or has not completed a specific form or payment.
- Using stars while planning out table, cabin or counselor assignments as there are 5 star colors to choose from.
- Segment users in any way you need!